Judy Ann Visciano

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  New York, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

RENTAL PROPERTY, INV RELATED, STATEN ISLAND, NY, 100% OWNERSHIP WITH SPOUSE, START 11/1/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOMEOWNER. VISCIANO BROTHERS CORP DBA MORNINGSTAR AUTO PARTS, NOT INV RELATED, STATEN ISLAND, NY, 20% OWNERSHIP WITH SPOUSE, START 4/4/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. 355 TYSENS LANE LLC, INV RELATED, STATEN ISLAND, NY, 50% OWNERSHIP, START 6/29/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-01-30

Other Names

• Judy Ann Sobczynski